The Wealth Playbook
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The Wealth Creator's Playbook
An advisor to many of today's most successful wealth creators explains how to align your values with your wealth, including the ways in which it is earned, managed, and spent, to maximize both wealth and personal fulfillment. Money is something most people fantasize about: if only financial independence became a reality, then life would be easier and more fulfilling. Wealth creators soon discover that while money provides incredible opportunities, it can also bring unexpected consequences: isolation, relationship challenges, and a lack of purpose that are often by-products of achieving financial success. Wealth is a gift that involves practical, psychological, and spiritual stewardship. Wealth creators desperately need advice they can trust to maximize, not just manage, the gift of wealth. Drawing on wisdom from John Christianson's 25 years of experience advising some of the most successful wealth creators in the country, this book explores money emotional intelligence, roadblocks around money and relationships, kids and money, generosity, identity, and aligning your values with your money. The Wealth Creator's Playbook is the go-to guide for individuals who are chasing financial success and the richness of a deeply fulfilling life.
Walk Away Wealthy
The essential guide to selling your business—and walking away with maximum wealth Nearly every entrepreneur dreams of one day selling their business for big bucks, but far too many aren’t aware of exactly what it takes to do so. The sobering truth is that it’s very easy for the entrepreneurs who don’t know what they’re doing to walk away from a sale without the financial freedom they hoped for. In fact, only about 20 percent of businesses for sale will successfully transfer to another owner! In Walk Away Wealthy, Mark Tepper--a leading authority on wealth management and financial planning for entrepreneurs--shows you how to build a strong exit plan, an absolute requirement if you hope to get the full value from a sale. Tepper’s twelve secrets debunk myths and deliver practical advice as he walks you through what most people don’t know (or refuse to believe) about the process of planning their exit. And although it’s best to start planning the exit as early as possible, the book also delivers advice for those who may have waited too long and feel lost in the face of a rapidly approaching sale. Selling the business you worked so hard to build can be a confusing and intimidating proposition. Let Mark Tepper clear away the misconceptions, steer you clear of common mistakes, and help you walk away wealthy!
The Wealth Playbook
MOST PEOPLE WANT TO IMPROVE THEIR FINANCIAL POSITION - THE CHALLENGE IS HOW DO YOU DO THIS IN TODAY'S UNCERTAIN WORLD? The Wealth Playbook provides you with a step-by-step game plan to help you reduce financial stress and enjoy the peace of mind that comes from financial security. Each chapter provides a clear game plan, enabling you to build confidence and understanding while embedding life-changing habits that create lasting, positive gains. Most importantly, by following this game plan you can potentially save thousands of dollars in unnecessary fees and charges from the financial planning and investment industries. Enjoy new clarity on your financial goals, making every step you take count. Benefit from decades of hands-on practical investment experience distilled down into a simple to follow game plan. Avoid poor advice and high fees, putting more money in your pocket. Take advantage of practical easy to follow money maintenance hacks to keep you on track year after year. Access our online client Success Portal, packed with powerful tools to help you on your journey. If you want to get ahead financially, at any age, this book gives you the only wealth game plan you will ever need.